Filed July 30, 2019
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
STANCORP FINANCIAL GROUP8 years Service code 12 · EIN 93-1253576 | Sub-transfer agency fees; Direct paym... | $53,585 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC. Service code 27 · EIN 93-0987232 | Advisory (Plan) | $24,099 |
WOODBURY FINANCIAL SERVICES6 years Filed as: WOODBURY FINANCIAL SERVICES, INC Service code 27 · EIN 41-0944586 | Advisory (Plan) | $6,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,381 | $50,919-42.3% | $155,556-81.1% | $77,762-62.2% |
| Participation rate | 33.3% | 63.1%-29.8pp | 78.2%-44.9pp | 70.6%-37.3pp |
| Annual return | 16.28% | 34.84%-18.6pp | 64.84%-48.6pp | 31.27%-15.0pp |
| Employer contribution / active EE | $748 | $1,991-62.5% | $4,675-84.0% | $2,728-72.6% |
| Participant deferral / active EE | $2,190 | $2,824-22.4% | $5,631-61.1% | $4,651-52.9% |
| Admin fee / account holder | $303 | $437-30.6% | $15,885-98.1% | $433-30.0% |